Building a Legacy: Estate Planning for Real Estate Professionals

Class IN PERSON ONLY - 13145 Spring Cypress Rd Bldg. 2, Cypress, TX 77429
As a real estate professional, you help clients build wealth through property ownership—but are you securing your own financial legacy? This class dives into essential estate planning concepts tailored for real estate agents, ensuring that your business, assets, and loved ones are protected for generations to come.

You'll gain a clear understanding of what estate planning is—and what it is not—while exploring key components such as taxation, wills, powers of attorney, and living wills. We'll discuss the probate process, the advantages of trusts, and how to strategically utilize life insurance and annuities in your financial planning.

By the end of this session, you'll be equipped with the knowledge to make informed decisions about your estate, minimize tax liabilities, and ensure that your hard-earned real estate wealth becomes a lasting legacy. Whether you're planning for retirement or preparing for unexpected circumstances, this class is designed to help you take control of your financial future.

Estate Planning Concepts For Real Estate Agents- 1 Hr CE / TREC Course #49273

Instructed by: Chris Wooldridge
Financial Advisor I Registered Representative
Western & Southern Financial Group
1616 S Voss Rd, #500, Houston TX 77057
832-623-4268
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W&S Brokerage Services Registered Representative #06555 / Insurance License #2958061

Lunch Sponsor: Kaye McGill, Great American Title
Business Development Manager
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281.598.4700, office
713.614.4557, cell

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